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iShares Russell 2000 ETF

1,813 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 708 increasing their positions, 640 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 112

11% more repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 640

0.65% more ownership

Funds ownership: 107.51%108.17% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 214214 (0)

0% less funds holding

Funds holding: 1,8221,813 (-9)

3% less capital invested

Capital invested by funds: $75.2B → $72.9B (-$2.22B)

56% less call options, than puts

Call options by funds: $29B | Put options by funds: $66B

Holders
1,813
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
31.74%
Holding in Top 10
214
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.75%
New
130
Increased
708
Reduced
640
Closed
112
Calls
$29B
Puts
$66B
Net Calls
-$37B
Net Calls Change
-$3.62B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1751
Accel Wealth Management
Iowa
$37K
TFA
1752
Teamwork Financial Advisors
Texas
$37K +$37.2K +168 New
DAC
1753
Dividend Assets Capital
South Carolina
$36K
NIM
1754
NuWave Investment Management
New Jersey
$34K +$34.8K +157 New
FWM
1755
Filbrandt Wealth Management
Wisconsin
$33K
GWSG
1756
GPS Wealth Strategies Group
Colorado
$33K
SPWG
1757
Sage Private Wealth Group
Illinois
$33K +$13.1K +59 +64%
CICI
1758
Capital Investment Counsel Inc
North Carolina
$32K
RCA
1759
Ranch Capital Advisors
Florida
$31K
SFP
1760
Sterling Financial Planning
New Jersey
$31K
MFIMFI
1761
Mesirow Financial Investment Management - Fixed Income
Illinois
$31K +$31K +140 New
LDFR
1762
Lehman & Derafelo Financial Resources
Pennsylvania
$30K
FWM
1763
Focused Wealth Management
New York
$29K
TC
1764
Truvestments Capital
Florida
$28K -$2.44K -11 -8%
EBA
1765
Eagle Bay Advisors
New York
$26K -$21.5K -97 -44%
DA
1766
DCM Advisors
New York
$24K +$24.6K +111 New
JPLA
1767
Joseph P. Lucia & Associates
New York
$23K -$4.21K -19 -15%
BA
1768
Bellwether Advisors
Nebraska
$23K
AW
1769
Alaethes Wealth
Nevada
$22K
FCA
1770
FinTrust Capital Advisors
South Carolina
$22K
TFM
1771
TFC Financial Management
Massachusetts
$22K
HIM
1772
HawsGoodwin Investment Management
Tennessee
$21K
EAM
1773
Eukles Asset Management
Ohio
$19K -$75.8K -342 -80%
CP
1774
Covenant Partners
Tennessee
$19K
PSB
1775
Piscataqua Savings Bank
New Hampshire
$18K

IWM Hedge Fund Activity: Q3 2021 in Review

1,813 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2021, worth a combined $72.9B — down 3% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IWM positions and 112 closed out — a net gain of 18 holders — while 708 added to existing stakes and 640 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.06B. The largest seller was Wells Fargo, cutting an estimated $1.03B.

  • 1,813 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2021, down from 1,822 in Q2 2021.
  • Funds reported $72.9B of iShares Russell 2000 ETF stock for Q3 2021, down 3% quarter-over-quarter.
  • 130 funds opened new iShares Russell 2000 ETF positions in Q3 2021 and 112 closed out, a net change of +18 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2021 was Goldman Sachs, an estimated $1.06B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2021 was Wells Fargo, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2021.